疯疯头的个人主页 - 老虎社区

疯疯头

疯疯头

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2020-08-06

$理想汽车(LI)$$老虎证券(TIGR)$ 就请问在坐各位有谁在老虎出金成功过？站出来！

2021-01-21

$老虎证券(TIGR)$我刚进来你就跌，我是破坏大环境的那个人吗？

2020-08-06

$理想汽车(LI)$就请问在坐各位有谁在老虎出金成功过？站出来！

2020-08-06

$拼多多(PDD)$就请问在坐各位有谁在老虎出金成功过？站出来指导一下！

2020-08-06

$跟谁学(GSX)$就请问在坐各位有谁在老虎出金成功过？站出来指导一下！

2020-07-12

$36氪(KRKR)$这就被禁言了？（软文）二字需要避讳吗？这是一篇36氪首页推荐的<详解理想招股书:揭秘它的盔甲与软肋>，我只是想提醒小编可以做的更好。

2019-09-12

$优信(UXIN)$ 今晚决定上车，5万块钱买你摘牌，卸载，睡觉，明年见！

2021-06-18

$优信(UXIN)$进进出出的，走城门儿呢？

2021-06-14

所以saas是什么

抱歉，原内容已删除

2021-05-12

$蔚来(NIO)$股价稳如狗，，，我觉得李斌在慢慢的出货啊，[开心]

2021-03-06

$泡泡玛特(09992)$ 看什么吊毒鸡汤？有什么恐慌？怕个吊？冲啊~上啊~不能空它吗？不能期权它吗？一顿操作就是干TNND~

2021-03-06

$哔哩哔哩(BILI)$空它呀，期权它，怎么操作怎么有，看毒鸡汤没吊用的！！！

2020-12-03

$小鹏汽车(XPEV)$我丢雷个喽母嗨！

2020-11-05

$优信(UXIN)$再入5万，买你明天退市！

2020-09-01

$优信(UXIN)$扔5000买你退市，体验一下把上市公司买退市的感觉！

2020-08-14

惊讶的发现大佬对蔚来不感兴趣！

景林250亿海外持仓曝光，抓住多只翻倍牛股

2020-07-29

$优信(UXIN)$只有美国人愿意相信咖啡和二手车的故事罢了，全中国都知道瑞幸和优信造假。

2019-09-18

$111集团(YI)$ 去年进来的大哥们还没走呢？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>，同时在<b>二季度还大幅加仓b站、拼多多、中通快递、<a href=\"https://laohu8.com/S/DAO\">有道</a>、好未来和唯品会。</b></p><p>其中，<b>唯品会和拼多多的持股量巨增</b>，唯品会二季度以来涨幅47%，景林的持有市值从8856多万美元飙涨到1.58亿美元，而拼多多二季度以来暴涨超150%，持有市值为5.27亿美元。</p><p>以下为景林持仓的前十大重仓股：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbe1d2b53fd3255af5812df6564ae42e\" tg-width=\"591\" tg-height=\"200\">制表：慧羊羊</p><p>从景林的持仓来看，其250亿美股持仓中绝大部分个股均在今年有较大涨幅，其中二季度增持的拼多多涨幅达140%，此外京东、哔哩哔哩、好未来在今年大涨，估值已经不便宜了。再加之中美摩擦、中概纷纷回港二次上市，景林依旧斥巨资去增持“押注”中概互联，这对于基金持仓、分散风险而言，是否过于“激进”？</p><p><b>抓住了翻倍牛股有道</b></p><p>一季度大幅加仓的拼多多，在二季度持续被景林大幅加仓，两个季度来持仓翻了3倍多，相比一季度，持仓从397.7万股增至613.7万股，市值也来到5.27亿美元，直接成为景林资产的第二大重仓股。</p><p>拼多多今年以来借助疫情带动的线上消费大幅增长，顺势推出百亿补贴，同时加大线上推广力度，市值曾一度超越京东。</p><p>拼多多在今年一季度还略微下跌4%，但二季度，拼多多持续暴涨138.25%。7月以来，继续上涨4.97%。</p><p>同样持续大幅加仓的还有中通快递，从83.7万股猛增至1031.5万股，持有市值达到3.79亿美元。</p><p>中通近年来持续发力，从2016年以赶超圆通以来处于上升期，目前日单量超过5000万，市占率达19.1%。</p><p>中通快递在继今年一季度上涨13.4%后，二季度大涨40.15%。</p><p>今年一季度，景林仅持有25万股b站股票，截至二季度，已大幅加仓至212万股，市值9858万美元，B站在今年5月份发布的“破圈”广告“后浪”虽然引发舆论争议，但是带动了股价大幅上涨，受到资本热捧。</p><p>除此之外，景林还抓住了另一只牛股--有道。</p><p>景林一季度时就持有61万份有道ADS，二季度继续加仓至102.7万份，该股在今年一季度大涨49.43%，在二季度继续飙涨78.23%，</p><p>唯品会、好未来也得到大幅加仓。</p><p>唯品会从568.4万股增持至792.1万股，持股市值1.58亿美元；好未来从162.9万股增至254.5万股，持股市值1.74亿美元。</p><p><b>新进6只个股</b></p><p>包括网易、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、西斯科、百胜、<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>和<a href=\"https://laohu8.com/S/DQ\">大全新能源</a></p><p>从数据来看，景林在2020年二季度新进6只个股，值得注意的是，景林本次新进的股票基本集中在互联网、教育和能源板块。</p><p>新买入网易，持股27.29万股，市值 1.17亿美元，现在为组合的第10大持仓。</p><p>除了网易，还新买入了爱奇艺，持有80多万股，市值1.9亿美元。</p><p>其实爱奇艺，一直都颇受资金关注，早年爱奇艺、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、优酷在视频行业呈现三国杀的局面，但一方面由于爱奇艺本身财务质量、不受基金所爱，另一方面受新玩家的挑战，<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>、B站以及抖音的崛起，正在改变这一行业竞争格局。</p><p>芒果超媒在A股市值1000多亿，早已超过爱奇艺，B站也因基金的偏爱，市值在今年5月底一度超过爱奇艺，令人尴尬的是，今年芒果超媒、B站双双大涨，一度翻倍，然而同期爱奇艺股价下跌约20%。</p><p>但这一局面，似乎在腾讯将注资爱奇艺后得到了改观。</p><p>此外，<b>西斯科、<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>、燃石医学和大全新能源</b>都是景林在二季度新买入股票。</p><p><b>抄底特斯拉，波段操作</b></p><p>一季度的时候，景林资产大幅抄底美股，享受到了逢低介入带来的收益。二季度，景林也同样有抄底的动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a62b04092d78e0e04f680316a43fef95\" tg-width=\"1080\" tg-height=\"464\">资料来源：Wind；截止2020年8月12日</p><p>三月中下旬，特斯拉的股价一度暴跌至360美元，而<b>景林在二季度大幅加仓特斯拉，持股数从一季度的3.2万股在增加1万股，</b>二季度持股数已经达到4.1万股，持有市值为4490万美元。</p><p>而二季度以来，<b>特斯拉股价不断创新高，曾最高到到1800美元左右</b>，虽然近期有一波小的调整，但截止最新收盘，特斯拉的股价已经超1554美元了。</p><p>上周，高云程在诺亚峰会上的发言也提到了对于新能源汽车的展望：</p><p>“新汽车产业和传统汽车产业除了驱动能源不一样之外，更多的是来自于它是不是一个<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的产品。它是需要你来驾驶的，还是它来辅助你，甚至它来取代你做事情，这个才是真正的跨越，我们有时候把它类比成传统手机跟智能手机这样的跨越。”</p><p><b>小幅加仓京东、Service Now</b></p><p>阿里依旧是第一大重仓股，而Facebook不及拼多多掉至第三</p><p>与一季度类似，景林资产的十大重仓股依旧集中在电商零售和线上教育，中通和网易跻身十大重仓股，<b>而<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>掉出十大重仓股。</b></p><p>阿里虽然依旧是第一大重仓股，持股数却减少99万股。中国第二大电商京东则增持92万股，至595.3万股，持股市值达到3.58亿美元。</p><p>此外，Service Now等也获得小幅加仓。</p><p><b>减持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、百度、新东方、ZOOM等</b></p><p><b>清仓<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、雅保化工、邦泰生物、吉利德</b></p><p>从减持角度来看，减持幅度最大的是阿里巴巴，阿里巴巴作为第一大重仓股，相比一季度减持约100万股，目前持有市值为6.58亿美元；</p><p>一季度大涨的ZOOM也遭到了减持，减持了7986股。</p><p><b>二季度末基本快清仓百度了，</b>只剩6万多股，市值750万美元，而在一季度时，景林新建仓百度，持有市值超过1亿美元，为组合第7大持仓。</p><p>在今年一季度，百度上涨7.7%，而到了二季度，股价三个月内下跌5.15%。</p><p>新东方被减持28万股，目前持有市值1.69亿美元。</p><p>此外，<b>一季度新进的苹果在二季度已经退出了持仓行列，此外，像是邦泰生物（生物医药公司）、吉利德（生化公司）等医药公司都已经退出了持仓。</b></p><p><b>景林蒋锦志：中国消费市场投资机会巨大</b></p><p>聪明投资者曾报道景林创始人蒋锦志之前的一次与投资人交流内容<b>（点此查看）</b>，当时他认为，在一季度末时，股票市场肯定已经走过了最差的时候。</p><p>从持仓中也可以看到，景林对消费行业情有独钟，蒋锦志认为，其实中国消费市场的投资机会还是巨大的，而且未来会是全球最大的一个投资的市场。</p><p>目前我们社会商品零售总额已经接近或者超过美国了，但是我们的人均消费和服务支出，还只有美国人均的1/10，我看还有的数据是说1/14。</p><p>那么，我们在人均消费支出是它1/14的情况下，社会商品零售总额已经跟它接近了，如果说（未来）我们人均消费支出不断增加，中国的消费市场还会有非常巨大的增长。所以，中国毫无疑问会成为全球最大的消费市场，而且将来会远远超出其他国家。</p><p>而对于今后股市的机会，蒋锦志称，特别明显的是经济活动的数字化和线上化，会大幅度提升。不仅仅是To C，还包括To b，以及企业上云，还有SaaS等都会迎来非常好的机会。</p><p>消费者的行为和习惯也会发生变化，比如说电商、线上娱乐、线上教育，当然可能疫情过后会少一点，但是这种趋势会形成。</p><p>以下为景林美股全部持仓表：</p><p><img src=\"https://static.tigerbbs.com/012bc052ff463b0044de67da823dfb0f\" tg-width=\"843\" tg-height=\"722\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>景林250亿海外持仓曝光，抓住多只翻倍牛股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n景林250亿海外持仓曝光，抓住多只翻倍牛股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1072656223\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/fb7d47b7d71e40bb922cfa2979932b7f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">聪明投资者 </p>\n<p class=\"h-time\">2020-08-13 13:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>根据景林资产在美国时间8月12日向美国证监会提交的二季度持仓报告显示，截至2020年6月末，景林在美股合计持有39家公司，持仓市值高达35.62亿美元，约为247.15亿人民币。</p><p>相较于一季度末持仓41家公司，市值22.6亿美元，景林的美股持仓市值大幅增长超过50%，在二季度加仓近100亿人民币。</p><p>具体来看，其前十大重仓股主要集中在互联网、消费零售和教育行业，分别为：<b>阿里，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，<a href=\"https://laohu8.com/S/FB\">Facebook</a>，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>，<a href=\"https://laohu8.com/S/JD\">京东</a>，<a href=\"https://laohu8.com/S/TAL\">好未来</a>，海洋互联，<a href=\"https://laohu8.com/S/EDU\">新东方</a>，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>，<a href=\"https://laohu8.com/S/NTES\">网易</a></b>。</p><p>前十大重仓股的持有市值就已经高达31.3亿美元，约为<b>217亿人民币，占比88%</b>。这其中有近半重仓股为电商。</p><p>值得一提的是，景林二季度大幅<b>抄底<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>，同时在<b>二季度还大幅加仓b站、拼多多、中通快递、<a href=\"https://laohu8.com/S/DAO\">有道</a>、好未来和唯品会。</b></p><p>其中，<b>唯品会和拼多多的持股量巨增</b>，唯品会二季度以来涨幅47%，景林的持有市值从8856多万美元飙涨到1.58亿美元，而拼多多二季度以来暴涨超150%，持有市值为5.27亿美元。</p><p>以下为景林持仓的前十大重仓股：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbe1d2b53fd3255af5812df6564ae42e\" tg-width=\"591\" tg-height=\"200\">制表：慧羊羊</p><p>从景林的持仓来看，其250亿美股持仓中绝大部分个股均在今年有较大涨幅，其中二季度增持的拼多多涨幅达140%，此外京东、哔哩哔哩、好未来在今年大涨，估值已经不便宜了。再加之中美摩擦、中概纷纷回港二次上市，景林依旧斥巨资去增持“押注”中概互联，这对于基金持仓、分散风险而言，是否过于“激进”？</p><p><b>抓住了翻倍牛股有道</b></p><p>一季度大幅加仓的拼多多，在二季度持续被景林大幅加仓，两个季度来持仓翻了3倍多，相比一季度，持仓从397.7万股增至613.7万股，市值也来到5.27亿美元，直接成为景林资产的第二大重仓股。</p><p>拼多多今年以来借助疫情带动的线上消费大幅增长，顺势推出百亿补贴，同时加大线上推广力度，市值曾一度超越京东。</p><p>拼多多在今年一季度还略微下跌4%，但二季度，拼多多持续暴涨138.25%。7月以来，继续上涨4.97%。</p><p>同样持续大幅加仓的还有中通快递，从83.7万股猛增至1031.5万股，持有市值达到3.79亿美元。</p><p>中通近年来持续发力，从2016年以赶超圆通以来处于上升期，目前日单量超过5000万，市占率达19.1%。</p><p>中通快递在继今年一季度上涨13.4%后，二季度大涨40.15%。</p><p>今年一季度，景林仅持有25万股b站股票，截至二季度，已大幅加仓至212万股，市值9858万美元，B站在今年5月份发布的“破圈”广告“后浪”虽然引发舆论争议，但是带动了股价大幅上涨，受到资本热捧。</p><p>除此之外，景林还抓住了另一只牛股--有道。</p><p>景林一季度时就持有61万份有道ADS，二季度继续加仓至102.7万份，该股在今年一季度大涨49.43%，在二季度继续飙涨78.23%，</p><p>唯品会、好未来也得到大幅加仓。</p><p>唯品会从568.4万股增持至792.1万股，持股市值1.58亿美元；好未来从162.9万股增至254.5万股，持股市值1.74亿美元。</p><p><b>新进6只个股</b></p><p>包括网易、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、西斯科、百胜、<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>和<a href=\"https://laohu8.com/S/DQ\">大全新能源</a></p><p>从数据来看，景林在2020年二季度新进6只个股，值得注意的是，景林本次新进的股票基本集中在互联网、教育和能源板块。</p><p>新买入网易，持股27.29万股，市值 1.17亿美元，现在为组合的第10大持仓。</p><p>除了网易，还新买入了爱奇艺，持有80多万股，市值1.9亿美元。</p><p>其实爱奇艺，一直都颇受资金关注，早年爱奇艺、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、优酷在视频行业呈现三国杀的局面，但一方面由于爱奇艺本身财务质量、不受基金所爱，另一方面受新玩家的挑战，<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>、B站以及抖音的崛起，正在改变这一行业竞争格局。</p><p>芒果超媒在A股市值1000多亿，早已超过爱奇艺，B站也因基金的偏爱，市值在今年5月底一度超过爱奇艺，令人尴尬的是，今年芒果超媒、B站双双大涨，一度翻倍，然而同期爱奇艺股价下跌约20%。</p><p>但这一局面，似乎在腾讯将注资爱奇艺后得到了改观。</p><p>此外，<b>西斯科、<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>、燃石医学和大全新能源</b>都是景林在二季度新买入股票。</p><p><b>抄底特斯拉，波段操作</b></p><p>一季度的时候，景林资产大幅抄底美股，享受到了逢低介入带来的收益。二季度，景林也同样有抄底的动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a62b04092d78e0e04f680316a43fef95\" tg-width=\"1080\" tg-height=\"464\">资料来源：Wind；截止2020年8月12日</p><p>三月中下旬，特斯拉的股价一度暴跌至360美元，而<b>景林在二季度大幅加仓特斯拉，持股数从一季度的3.2万股在增加1万股，</b>二季度持股数已经达到4.1万股，持有市值为4490万美元。</p><p>而二季度以来，<b>特斯拉股价不断创新高，曾最高到到1800美元左右</b>，虽然近期有一波小的调整，但截止最新收盘，特斯拉的股价已经超1554美元了。</p><p>上周，高云程在诺亚峰会上的发言也提到了对于新能源汽车的展望：</p><p>“新汽车产业和传统汽车产业除了驱动能源不一样之外，更多的是来自于它是不是一个<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的产品。它是需要你来驾驶的，还是它来辅助你，甚至它来取代你做事情，这个才是真正的跨越，我们有时候把它类比成传统手机跟智能手机这样的跨越。”</p><p><b>小幅加仓京东、Service Now</b></p><p>阿里依旧是第一大重仓股，而Facebook不及拼多多掉至第三</p><p>与一季度类似，景林资产的十大重仓股依旧集中在电商零售和线上教育，中通和网易跻身十大重仓股，<b>而<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>掉出十大重仓股。</b></p><p>阿里虽然依旧是第一大重仓股，持股数却减少99万股。中国第二大电商京东则增持92万股，至595.3万股，持股市值达到3.58亿美元。</p><p>此外，Service Now等也获得小幅加仓。</p><p><b>减持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、百度、新东方、ZOOM等</b></p><p><b>清仓<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、雅保化工、邦泰生物、吉利德</b></p><p>从减持角度来看，减持幅度最大的是阿里巴巴，阿里巴巴作为第一大重仓股，相比一季度减持约100万股，目前持有市值为6.58亿美元；</p><p>一季度大涨的ZOOM也遭到了减持，减持了7986股。</p><p><b>二季度末基本快清仓百度了，</b>只剩6万多股，市值750万美元，而在一季度时，景林新建仓百度，持有市值超过1亿美元，为组合第7大持仓。</p><p>在今年一季度，百度上涨7.7%，而到了二季度，股价三个月内下跌5.15%。</p><p>新东方被减持28万股，目前持有市值1.69亿美元。</p><p>此外，<b>一季度新进的苹果在二季度已经退出了持仓行列，此外，像是邦泰生物（生物医药公司）、吉利德（生化公司）等医药公司都已经退出了持仓。</b></p><p><b>景林蒋锦志：中国消费市场投资机会巨大</b></p><p>聪明投资者曾报道景林创始人蒋锦志之前的一次与投资人交流内容<b>（点此查看）</b>，当时他认为，在一季度末时，股票市场肯定已经走过了最差的时候。</p><p>从持仓中也可以看到，景林对消费行业情有独钟，蒋锦志认为，其实中国消费市场的投资机会还是巨大的，而且未来会是全球最大的一个投资的市场。</p><p>目前我们社会商品零售总额已经接近或者超过美国了，但是我们的人均消费和服务支出，还只有美国人均的1/10，我看还有的数据是说1/14。</p><p>那么，我们在人均消费支出是它1/14的情况下，社会商品零售总额已经跟它接近了，如果说（未来）我们人均消费支出不断增加，中国的消费市场还会有非常巨大的增长。所以，中国毫无疑问会成为全球最大的消费市场，而且将来会远远超出其他国家。</p><p>而对于今后股市的机会，蒋锦志称，特别明显的是经济活动的数字化和线上化，会大幅度提升。不仅仅是To C，还包括To b，以及企业上云，还有SaaS等都会迎来非常好的机会。</p><p>消费者的行为和习惯也会发生变化，比如说电商、线上娱乐、线上教育，当然可能疫情过后会少一点，但是这种趋势会形成。</p><p>以下为景林美股全部持仓表：</p><p><img src=\"https://static.tigerbbs.com/012bc052ff463b0044de67da823dfb0f\" tg-width=\"843\" tg-height=\"722\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fdd74183c0aabdc53f4d7e007e73ab4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187218585","content_text":"根据景林资产在美国时间8月12日向美国证监会提交的二季度持仓报告显示，截至2020年6月末，景林在美股合计持有39家公司，持仓市值高达35.62亿美元，约为247.15亿人民币。相较于一季度末持仓41家公司，市值22.6亿美元，景林的美股持仓市值大幅增长超过50%，在二季度加仓近100亿人民币。具体来看，其前十大重仓股主要集中在互联网、消费零售和教育行业，分别为：阿里，拼多多，Facebook，中通快递，京东，好未来，海洋互联，新东方，唯品会，网易。前十大重仓股的持有市值就已经高达31.3亿美元，约为217亿人民币，占比88%。这其中有近半重仓股为电商。值得一提的是，景林二季度大幅抄底特斯拉，同时在二季度还大幅加仓b站、拼多多、中通快递、有道、好未来和唯品会。其中，唯品会和拼多多的持股量巨增，唯品会二季度以来涨幅47%，景林的持有市值从8856多万美元飙涨到1.58亿美元，而拼多多二季度以来暴涨超150%，持有市值为5.27亿美元。以下为景林持仓的前十大重仓股：制表：慧羊羊从景林的持仓来看，其250亿美股持仓中绝大部分个股均在今年有较大涨幅，其中二季度增持的拼多多涨幅达140%，此外京东、哔哩哔哩、好未来在今年大涨，估值已经不便宜了。再加之中美摩擦、中概纷纷回港二次上市，景林依旧斥巨资去增持“押注”中概互联，这对于基金持仓、分散风险而言，是否过于“激进”？抓住了翻倍牛股有道一季度大幅加仓的拼多多，在二季度持续被景林大幅加仓，两个季度来持仓翻了3倍多，相比一季度，持仓从397.7万股增至613.7万股，市值也来到5.27亿美元，直接成为景林资产的第二大重仓股。拼多多今年以来借助疫情带动的线上消费大幅增长，顺势推出百亿补贴，同时加大线上推广力度，市值曾一度超越京东。拼多多在今年一季度还略微下跌4%，但二季度，拼多多持续暴涨138.25%。7月以来，继续上涨4.97%。同样持续大幅加仓的还有中通快递，从83.7万股猛增至1031.5万股，持有市值达到3.79亿美元。中通近年来持续发力，从2016年以赶超圆通以来处于上升期，目前日单量超过5000万，市占率达19.1%。中通快递在继今年一季度上涨13.4%后，二季度大涨40.15%。今年一季度，景林仅持有25万股b站股票，截至二季度，已大幅加仓至212万股，市值9858万美元，B站在今年5月份发布的“破圈”广告“后浪”虽然引发舆论争议，但是带动了股价大幅上涨，受到资本热捧。除此之外，景林还抓住了另一只牛股--有道。景林一季度时就持有61万份有道ADS，二季度继续加仓至102.7万份，该股在今年一季度大涨49.43%，在二季度继续飙涨78.23%，唯品会、好未来也得到大幅加仓。唯品会从568.4万股增持至792.1万股，持股市值1.58亿美元；好未来从162.9万股增至254.5万股，持股市值1.74亿美元。新进6只个股包括网易、爱奇艺、西斯科、百胜、燃石医学和大全新能源从数据来看，景林在2020年二季度新进6只个股，值得注意的是，景林本次新进的股票基本集中在互联网、教育和能源板块。新买入网易，持股27.29万股，市值 1.17亿美元，现在为组合的第10大持仓。除了网易，还新买入了爱奇艺，持有80多万股，市值1.9亿美元。其实爱奇艺，一直都颇受资金关注，早年爱奇艺、腾讯、优酷在视频行业呈现三国杀的局面，但一方面由于爱奇艺本身财务质量、不受基金所爱，另一方面受新玩家的挑战，芒果超媒、B站以及抖音的崛起，正在改变这一行业竞争格局。芒果超媒在A股市值1000多亿，早已超过爱奇艺，B站也因基金的偏爱，市值在今年5月底一度超过爱奇艺，令人尴尬的是，今年芒果超媒、B站双双大涨，一度翻倍，然而同期爱奇艺股价下跌约20%。但这一局面，似乎在腾讯将注资爱奇艺后得到了改观。此外，西斯科、百胜中国、燃石医学和大全新能源都是景林在二季度新买入股票。抄底特斯拉，波段操作一季度的时候，景林资产大幅抄底美股，享受到了逢低介入带来的收益。二季度，景林也同样有抄底的动作。资料来源：Wind；截止2020年8月12日三月中下旬，特斯拉的股价一度暴跌至360美元，而景林在二季度大幅加仓特斯拉，持股数从一季度的3.2万股在增加1万股，二季度持股数已经达到4.1万股，持有市值为4490万美元。而二季度以来，特斯拉股价不断创新高，曾最高到到1800美元左右，虽然近期有一波小的调整，但截止最新收盘，特斯拉的股价已经超1554美元了。上周，高云程在诺亚峰会上的发言也提到了对于新能源汽车的展望：“新汽车产业和传统汽车产业除了驱动能源不一样之外，更多的是来自于它是不是一个智能的产品。它是需要你来驾驶的，还是它来辅助你，甚至它来取代你做事情，这个才是真正的跨越，我们有时候把它类比成传统手机跟智能手机这样的跨越。”小幅加仓京东、Service Now阿里依旧是第一大重仓股，而Facebook不及拼多多掉至第三与一季度类似，景林资产的十大重仓股依旧集中在电商零售和线上教育，中通和网易跻身十大重仓股，而微软、百度掉出十大重仓股。阿里虽然依旧是第一大重仓股，持股数却减少99万股。中国第二大电商京东则增持92万股，至595.3万股，持股市值达到3.58亿美元。此外，Service Now等也获得小幅加仓。减持阿里巴巴、百度、新东方、ZOOM等清仓苹果、雅保化工、邦泰生物、吉利德从减持角度来看，减持幅度最大的是阿里巴巴，阿里巴巴作为第一大重仓股，相比一季度减持约100万股，目前持有市值为6.58亿美元；一季度大涨的ZOOM也遭到了减持，减持了7986股。二季度末基本快清仓百度了，只剩6万多股，市值750万美元，而在一季度时，景林新建仓百度，持有市值超过1亿美元，为组合第7大持仓。在今年一季度，百度上涨7.7%，而到了二季度，股价三个月内下跌5.15%。新东方被减持28万股，目前持有市值1.69亿美元。此外，一季度新进的苹果在二季度已经退出了持仓行列，此外，像是邦泰生物（生物医药公司）、吉利德（生化公司）等医药公司都已经退出了持仓。景林蒋锦志：中国消费市场投资机会巨大聪明投资者曾报道景林创始人蒋锦志之前的一次与投资人交流内容（点此查看），当时他认为，在一季度末时，股票市场肯定已经走过了最差的时候。从持仓中也可以看到，景林对消费行业情有独钟，蒋锦志认为，其实中国消费市场的投资机会还是巨大的，而且未来会是全球最大的一个投资的市场。目前我们社会商品零售总额已经接近或者超过美国了，但是我们的人均消费和服务支出，还只有美国人均的1/10，我看还有的数据是说1/14。那么，我们在人均消费支出是它1/14的情况下，社会商品零售总额已经跟它接近了，如果说（未来）我们人均消费支出不断增加，中国的消费市场还会有非常巨大的增长。所以，中国毫无疑问会成为全球最大的消费市场，而且将来会远远超出其他国家。而对于今后股市的机会，蒋锦志称，特别明显的是经济活动的数字化和线上化，会大幅度提升。不仅仅是To C，还包括To b，以及企业上云，还有SaaS等都会迎来非常好的机会。消费者的行为和习惯也会发生变化，比如说电商、线上娱乐、线上教育，当然可能疫情过后会少一点，但是这种趋势会形成。以下为景林美股全部持仓表：","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519036131541879","authorId":"3519036131541879","name":"lucky第一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"大佬们告诉我们对蔚来感兴趣他们还怎么抢筹码","text":"大佬们告诉我们对蔚来感兴趣他们还怎么抢筹码","html":"大佬们告诉我们对蔚来感兴趣他们还怎么抢筹码"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946445627,"gmtCreate":1595955760569,"gmtModify":1704210431014,"author":{"id":"3515970457926953","authorId":"3515970457926953","name":"疯疯头","avatar":"https://static.tigerbbs.com/bf0a9cfbfdb59bc5436798eebc378efc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a>只有美国人愿意相信咖啡和二手车的故事罢了，全中国都知道瑞幸和优信造假。","listText":"<a 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去年进来的大哥们还没走呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/939350225","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}